Advisor Group’s Equus Total Return EQS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $2K | Hold |
1,068
| – | – | ﹤0.01% | 4918 |
|
|
2019
Q3 | $2K | Hold |
1,068
| – | – | ﹤0.01% | 4928 |
|
|
2019
Q2 | $2K | Buy |
1,068
+497
| +87% | +$931 | ﹤0.01% | 4943 |
|
|
2019
Q1 | $1K | Hold |
571
| – | – | ﹤0.01% | 5043 |
|
|
2018
Q4 | $1K | Hold |
571
| – | – | ﹤0.01% | 4935 |
|
|
2018
Q3 | $1K | Hold |
571
| – | – | ﹤0.01% | 4943 |
|
|
2018
Q2 | $1K | Hold |
571
| – | – | ﹤0.01% | 4772 |
|
|
2018
Q1 | $1K | Hold |
571
| – | – | ﹤0.01% | 4794 |
|
|
2017
Q4 | $1K | Hold |
571
| – | – | ﹤0.01% | 4802 |
|
|
2017
Q3 | $1K | Hold |
571
| – | – | ﹤0.01% | 4659 |
|
|
2017
Q2 | $1K | Hold |
571
| – | – | ﹤0.01% | 4614 |
|
|
2017
Q1 | $1K | Sell |
571
-645
| -53% | -$1.13K | ﹤0.01% | 4508 |
|
|
2016
Q4 | $2K | Hold |
1,216
| – | – | ﹤0.01% | 4205 |
|
|
2016
Q3 | $2K | Hold |
1,216
| – | – | ﹤0.01% | 4143 |
|
|
2016
Q2 | $2K | Buy |
+1,216
| New | +$2K | ﹤0.01% | 4071 |
|